Wealth Management

You spend many long hours building your asset base, so it is vital that you have a plan in place to protect your assets and maximise their future growth. That’s where Intelligent Finance comes in to help you. We can recommend professionals and help you manage the process of wealth management to achieve your objectives.

Intelligent Finance can recommend wealth management professionals who can advise you on:

  • strategies to increase income, protect and grow assets and minimise tax
  • personal insurance arrangements including life insurance, income protection, trauma insurance, TPD insurance and more
  • tax planning
  • estate planning
  • retirement planning
  • investments and more.

Our Wealth Management Services

Building InsuranceIntelligent Finance can recommend a general insurance broker who is highly experienced in the fine detail of a wide range of building insurance policies, and can recommend the specific policy to match your requirements.

Contents InsuranceWhile no one can replace the cherished memories you would lose if your home was burgled, or if a fire or flood occured in your home, it is important to have insurance to provide compensation if one of these events occurs.

Business InsuranceIntelligent Finance can introduce you to Insurance Brokers who specialise in Business Insurance so you can focus on running your business with the peace of mind that your insurance needs are taken care of.

Income ProtectionYou insure your car, your home, contents and more. So why would you not insure the asset that generates all the income – you?

TPD ProtectionMany people have established life insurance which pays out on their death, but have you ever considered what it would be like financially if you were totally and permanently disabled?

Life InsuranceWhat would be the financial fallout on your loved ones if you were to die?

Buy-Sell AgreementsIf your business involves a partnership with one or more others, then you need to plan for the possibility that something may happen to one of those people (including yourself) which may require one party to buy out the other.

Financial PlanningFinancial Planning is not only about building wealth, it is about managing your current financial position.

We're here to help.

Contact the team at Intelligent Finance who can provide friendly guidance and professional advice in relation to all aspects of wealth management services.

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